Carolinas Wealth Consulting’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27
| Closed | -$769 | – | 1094 |
|
|
2024
Q4 | $769 | Buy |
+27
| New | +$769 | ﹤0.01% | 970 |
|
|
2024
Q3 | – | Sell |
-32
| Closed | -$688 | – | 1098 |
|
|
2024
Q2 | $688 | Sell |
32
-2
| -6% | -$43 | ﹤0.01% | 965 |
|
|
2024
Q1 | $740 | Sell |
34
-2
| -6% | -$44 | ﹤0.01% | 939 |
|
|
2023
Q4 | $724 | Sell |
36
-1
| -3% | -$20 | ﹤0.01% | 867 |
|
|
2023
Q3 | $745 | Sell |
37
-1
| -3% | -$20 | ﹤0.01% | 878 |
|
|
2023
Q2 | $861 | Sell |
38
-7
| -16% | -$159 | ﹤0.01% | 931 |
|
|
2023
Q1 | $1.2K | Hold |
45
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $1.23K | Sell |
45
-2
| -4% | -$55 | ﹤0.01% | 870 |
|
|
2022
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 863 |
|
|
2022
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 785 |
|
|
2022
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 892 |
|
|
2021
Q4 | $1K | Buy |
47
+1
| +2% | +$21 | ﹤0.01% | 941 |
|
|
2021
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 915 |
|
|
2021
Q2 | $1K | Sell |
46
-1
| -2% | -$22 | ﹤0.01% | 923 |
|
|
2021
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 837 |
|
|
2020
Q4 | $1K | Sell |
47
-10
| -18% | -$213 | ﹤0.01% | 843 |
|
|
2020
Q3 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 893 |
|